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Consolidation, private markets fuel demand for whole-of-fund view

Big asset owners and managers are embracing the private markets as one avenue for growth, but the complexity that brings to portfolios means they also need to get a better view of what might be decades of siloed information.

Lachlan Maddock | 8th May 2024 | More
Institutional investors to boost private allocations: State Street

Private markets could be almost on par with listed assets in institutional investor portfolios before the end of this decade, according to a new State Street study.

David Chaplin | 3rd May 2024 | More
  • Future Fund sticks to its guns while inflation sticks around

    Surging equity markets have driven the Future Fund’s return higher, but its prediction that inflation will be stickier than expected has been born out and it “remains conscious of the potential for significant deterioration”.

    Staff Writer | 1st May 2024 | More
    ‘No pain, no gain’: Marks on the investing game of chess

    Good investing requires real sacrifices, according to Oaktree’s Howard Marks, but you can’t expect to be compensated just for making them.

    Lachlan Maddock | 19th Apr 2024 | More
  • Big super’s hard bargains pay off: CEM Benchmarking

    Australian super funds roundly beat their global peers on investment costs due to a combination of hardball negotiations around fees and savvy implementation in pricier asset classes.

    Lachlan Maddock | 19th Apr 2024 | More
    How CFS practices the art (and the science) of manager selection

    Numbers might give you some comfort but they don’t tell the whole story, according to CFS. To get that, you have to dig a little deeper – and take a lot of meetings.

    Lachlan Maddock | 17th Apr 2024 | More
    Private debt lands on IMF radar

    The International Monetary Fund has urged regulators to keep a close eye on private debt as the once obscure asset class enters the investment mainstream.

    David Chaplin | 12th Apr 2024 | More
    ‘Incoherence’ stops instos from investing for tomorrow: AustralianSuper, Stanford

    Sweeping technological change can upset the best laid plans of big institutional investors. But the way they deal with it is ad hoc, “hazardous” and distorts how they think a portfolio should behave.

    Lachlan Maddock | 10th Apr 2024 | More
    The ‘moral hazard machines’ that (could) make the market more volatile

    Ruffer expects a sudden reversal in the smooth conditions that investors have enjoyed. The ubiquity of multi-strategy hedge funds, algorithmic market making and 0DTE options might make it much worse.

    Lachlan Maddock | 10th Apr 2024 | More
  • Private markets boom will produce ‘the good, the bad and the ugly’

    Every investor wants access to the private markets, and every manager – established or otherwise – wants to help them get it. But when there’s a “new product every day”, how many of them will be any good?

    Lachlan Maddock | 5th Apr 2024 | More
    Why gold is finding a new home in institutional portfolios

    Big institutional investors need to make a “very compelling case” to go galloping off into trickier parts of the market. Gold is now offering one.

    Lachlan Maddock | 3rd Apr 2024 | More
    BlackRock brings its own solution to ‘impossible’ retirement problem

    Super funds are an accumulation wonder of the world, but when it comes to retirement they’re in the same leaky boat as every other defined contribution system. BlackRock wants to bail it out.

    Lachlan Maddock | 27th Mar 2024 | More
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